Jason Sandry's Location
Denver, CO, US
Jason Sandry's Work
- Partner @ Moneta Group
- Partner @ IWP Wealth - Private Client Advisors
- Private Wealth Advisor @ Aveo Capital Partners, LLC
- Financial Analyst @ Aveo Capital Partners, LLC
- Financial Analyst @ Capital Investment Management
- Risk Officer @ Summit Investment Fund
- PSC Intern @ T. Rowe Price
- Executive Management Internship @ Target
Jason Sandry's Education
- Colorado State University
BS (Finance-Investment Analysis)
2006 - 2012 - Metropolitan State University of Denver
Certified Financial Planner®
2014 - 2016 - John Cabot University2010 - 2011
Jason Sandry's Skills
- Investments
- Bloomberg
- Constant Contact
- Excel
- Life And Health Insurance Licenses
- Series 66
- Series 7
- Valuation
- Morningstar Office
Jason Sandry's Summary
Jason Sandry, based in Denver, CO, US, is currently a Partner at Moneta Group, bringing experience from previous roles at IWP Wealth - Private Client Advisors, Aveo Capital Partners, LLC, Aveo Capital Partners and Capital Investment Management. Jason Sandry holds a 2006 - 2012 BS in Finance-Investment Analysis @ Colorado State University. With a robust skill set that includes Investments, Bloomberg, Constant Contact, Excel, Life And Health Insurance Licenses and more, Jason Sandry contributes valuable insights to the industry. Jason Sandry has 5 emails and 1 mobile phone number on RocketReach.
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James Blair
Principal, Executive Committee Member, Board of Director at Moneta Group
St. Louis, MO, US32
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